Our Services

 

 

We assist individuals, businesses, government, non profit and foundations in all areas of investment strategy and management, including:

• Investments -- We help define the timeframe and purpose of your assets while understanding your risk tolerance. Then we recommend the appropriate investment vehicles to help you reach your goals.

• Retirement plans -- We help you make the most of your employer-sponsored retirement plan and IRAs as well as determine how much you need to retire comfortably. We also help you manage assets before and during retirement.

• Tax management* -- We help make sure your portfolio is tax-efficient by developing tax-efficient investment strategies and refer you to qualified tax specialists, as needed.

• Estate investment planning* -- We partner with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates to help preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

• Education funding -- We recommend investment and accumulation strategies to help you fund your children's education.

 • Risk management -- We reviewing your existing insurance policies.

• Employee and executive benefits -- We help your business attract and retain qualified employees through benefit packages.



*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. J Thompson Ross Investments and Wells Fargo Advisors Financial Network do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.